Better Proposals: Client Onboarding

Automate your client onboarding flow with Better Proposals. Book calls, collect info with forms, and redirect clients to your website right after they sign.

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Key Features

Automate your client onboarding flow with Better Proposals. Book calls, collect info with forms, and redirect clients to your website right after they

A smooth, clean onboarding process

Onboarding matters. Messy email threads with comments in red, lost documents, forwarding emails that should have gone to accounts, and chasing payments. It can quickly have your new client doubting t

Build your Onboarding using these steps

Want to redirect your client to your website after completing onboarding? Just set a URL and we’ll ship them right there.

1 Forms

2 Payment

3 Content

4 Call Booking

5 Redirect

Collect Form Data

New clients mean new information: billing details, login credentials, content submissions, and more. Collect it all in a neat, easy to complete form.

Take payments and start subscriptions

One of the first things you want to do once your client signs is collect that deposit. It reaffirms the deal and gets the ball rolling. Connect your Stripe, GoCardless or PayPal account and take payme

Book calls

Yes, you could do this manually. But wouldn’t it be smoother if it happened all at once? Just sync your Calendly account and your call booking screen appears right there in the Onboarding flow.

More Capabilities

Additional features to help you succeed

Content and redirects

Educating your new client about your processes is vital to setting boundaries and having a good relationship. Describe a process, show examples or explain what happens next. If you'd like to simply re

Consistency

Your logo, colors, fonts, and branding are all pulled in from your proposals so your client experiences a consistent, classy transition from proposal to Onboarding. The impression this leaves is unmat

Frequently Asked Questions

Find answers to common questions about our product and services.

Proposal.biz is AI document generation software that turns your website URL into a branded, ready-to-send document in 60 seconds. Paste your URL. Our AI reads your site, extracts your brand colors, services, tone of voice, and company info, then writes the content, builds the layout, and delivers a document your client will actually sign. No blank pages. No copy-pasting. No design work.

Most teams jump between five tools to close one deal. Proposal.biz covers the entire journey, create, collaborate, send, track, sign, and close, in one window. Unlike Word or a PDF, you get live tracking (you'll see exactly when your client opens it and which section they read longest), built-in e-signatures, and brand consistency that auto-updates everywhere when something changes.

No. The AI writes the full document, executive summary, scope of work, pricing, timelines, and everything in between, from a single prompt or URL. The tone matches your brand voice automatically. Edit any section by typing what you want changed. If you can describe a deal in plain English, you can send a document.

Yes. Drop in your website URL and our AI extracts your brand colors, logo, fonts, service descriptions, tone, typical pricing, team bios, and case studies. Every future document auto-populates from this smart content library. Your brand stays consistent, always current. Update once, and it reflects everywhere instantly.

Yes. You'll see when clients open the document, how long they spent on each section, and whether they forwarded it to a decision-maker. Pair that with win/loss data across your team and you'll know exactly what's working and what to fix. Per-section engagement heatmaps and real-time open alerts help you follow up at exactly the right moment.

Your CRM (HubSpot, Salesforce, Pipedrive, Zoho), your payment processor (Stripe, PayPal, Razorpay), and your team chat (Slack, Microsoft). Deals stay updated, documents stay synced, nothing falls through the cracks. Full list at proposal.biz/integrations.

Start free, forever, with the Free Forever plan. No credit card, no time limit. Paid plans start at $19/month when you need more seats, credits, or documents. Founding member pricing is locked for the first 100 customers (Starter $19, Professional $39, Business $89/mo). See full pricing →

Yes. Your data is secure in transit and at rest. Your documents and your client data are yours. Full details at proposal.biz/security.

Yes. Cancel anytime from your account settings. No phone calls, no retention agents, no questions asked. You'll keep access until the end of your current billing period.

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